American Trust’s American Tower AMT Stock Holding History

American Trust’s Portfolio AMT Stock Details AMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-3,606	Closed	-$839K	–	314
2024 Q3	$839K	Sell	3,606 -1,118	-24%	-$248K	0.07%	105
2024 Q2	$918K	Sell	4,724 -16,428	-78%	-$3.07M	0.08%	92
2024 Q1	$4.18M	Sell	21,152 -2,830	-12%	-$564K	0.35%	56
2023 Q4	$5.18M	Sell	23,982 -1,054	-4%	-$199K	0.38%	40
2023 Q3	$4.12M	Buy	25,036 +2,793	+13%	+$510K	0.32%	53
2023 Q2	$4.31M	Sell	22,243 -71	-0.3%	-$13.9K	0.3%	62
2023 Q1	$4.56M	Buy	22,314 +6,491	+41%	+$1.36M	0.32%	59
2022 Q4	$3.35M	Sell	15,823 -73	-0.5%	-$15.2K	0.31%	82
2022 Q3	$3.41M	Buy	15,896 +1,581	+11%	+$406K	0.29%	66
2022 Q2	$3.66M	Sell	14,315 -466	-3%	-$117K	0.29%	69
2022 Q1	$3.71M	Buy	14,781 +3,735	+34%	+$911K	0.25%	80
2021 Q4	$3.23M	Buy	+11,046	New	+$3.02M	0.25%	66

Other funds holding AMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return